DELAP WEALTH ADVISORY, LLC

Q4 2023 13F Holdings

Location
Lake Oswego, OR
Holdings as of
12/31/2023
Value ($000)
$220,859
Num holdings
95
Date filed
2/14/2024
Form type
13F-HR
Prev filing
12/11/2023
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type